1. New York State Care Management Coalition
May 12th
-13th
, 2015
Desmond Hotel and Conference Center
Albany, New York
2015 Annual
Training
Conference
Care
Management:
Key to Integrated Care

2. Congratulations
to Glenn Liebman,
CEO of Mental Health
Association in New
York State, Inc. on this
well-deserved honor.
From MHANYS Board of Directors and Staff
Visit MHANYS.org to learn more
MHANYS and its affiliate network work to promote mental health and recovery, encourage empowerment in mental health service
recipients, eliminate discrimination, raise public awareness with education, and advocate for equality and opportunity for all. MHANYS
works to ensure available and accessible mental health services for all New Yorkers. MHANYS is an affiliate of Mental HealthAmerica.
194 Washington Avenue, Suite 415 • Albany, NY 12210-2314 • 518-434-0439

3. A Special Thank You...
Sponsor:
New York State Care Management Coalition
Care Management:
Key to Integrated Care
2015 Annual Training Conference
Paul Mayer, Principal
171 Sully’s Trail, Suite 201
Pittsford, NY 14534
585-381-1000
pmayer@bonadio.com
Exhibitors:
The Bonadio Group
Paul Mayer, Principal
171 Sully’s Trail, Suite 201
Pittsford, NY 14534
585-381-1000
pmayer@bonadio.com
Millin Associates, LLC
Sol Weiss, Chief Executive Officer
303 Merrick Road, Suite 401
Lynbrook, NY 11563
516-374-4530
sweiss@millinmedical.com
Policy Research Associates
Matthew Canuteson, Project Associate
345 Delaware Avenue
Delmar, NY 12054
518-439-7415 x5243
mcanuteson@prainc.com • www.prainc.com
Sense Health
Emily Lawson, Director of Sales
175 Varick Street
New York, NY 10014
404-822-1900
emily@sensehealth.com • www.sensehealth.com
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4. 7:30am – 9:00am
Registration with Exhibitors & Continental Breakfast
Room: Fort Orange Courtyard
8:50am – 9:00am
Opening Remarks
Room: King Street Ballroom
Jackie Negri, Director, NYS Care Management Coalition
Andrew O’Grady, President, Board of Directors and Executive Director, Mental Health America in Dutchess
County
9:00am – 10:00am
Keynote Address: Sharing Pathways to Hope,
Healing & Recovery
Room: King Street Ballroom
William Kellibrew, Activist & International Advocate
William Kellibrew IV is an international advocate for civil, human, women,
children, and victims’ rights. He is a sought-after speaker on violence,
trauma, trauma-informed care, and children exposed to violence. At age six, he was sexually abused
by his mom’s neighbor and at age ten, he watched helplessly as his mother and twelve-year-old
brother were shot in their living room by his mother’s estranged boyfriend.
Kellibrew is a faculty member for SAMHSA’s National Center for Trauma Informed Care, and a
consultant for the Department of Justice’s Office for Victims of Crime Training and TechnicalAssistance
Center, as well as The William Kellibrew Foundation. In 2011, he was recognized by the White House
as a Champion of Change for his work to end domestic violence and sexual assault.
Kellibrew has appeared on Oprah, In Session, Andrea Mitchell Reports, MSNBC, HLN, Newsmakers
with Robert Traynum, BBC Worldwide, BET, and NPR, and in Newsweek, The Washington Post, and
countless other media outlets worldwide. He has also blogged for the White House.
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

5. 10:00am – 11:30am
Care Coordination in Health
Homes & Managed Care
Room: King Street Ballroom
Gregory S. Allen, MSW, Director, Program
Development and Management, Office of Health
Insurance Programs, NYS Department of Health
Gary Weiskopf, MPA, Associate Commissioner,
NYS Office of Mental Health, Albany, NY
Patricia Lincourt, MSW, Director of Practice
Innovation and Care Management, NYS OASAS
Andrew F. Cleek, PsyD, Executive Officer,
McSilver-UIBH, New York, NY
Join these policy makers as they share current information
on care coordination, health homes, HARPS, HCBS services
andotherdetailspertainingtotheimplementationofMedicaid
Managed Care and the integration of medical and behavioral
health in New York State.
11:30am – 11:45am
Coffee Break with Exhibitors
Room: Fort Orange Courtyard
11:45am – 1:00pm
Concurrent Sessions
1. New York’s Transition to
Medicaid Managed Care for Care
Coordinators
Room: 2 & 4 King Street
Andrew Cleek, PsyD, PsyD, Executive Officer,
McSilver-UIBH, New York, NY
Dan Ferris, MPA, Assistant Director, Policy and
External Affairs , McSilver Institute for Poverty
Policy and Research
As New York State transitions to Medicaid managed care in
2015, it is essential that care managers be well prepared for
the changes taking place within their settings and be aware
of the implementation dimensions of this shift to a new model
of funding services. This presentation will include a review
of relevant system changes and their impact on the provider
community, an overview of the domains of readiness that
agencies and staff will need to address, and a current look at
how the system is preparing.
2. ACT and Transitional Care
Room: Lodge
Moderator: Gary Clark, LCSW, NYS Office of
Mental Health, New York City Field Office
Molly Finnerty, MD. Director, Bureau of
Psychiatric Services and Clinical Knowledge
Enhancement Systems (PSYCKES)
Helle Thorning, Ph.D., Director ACT Institute
Nadjete Natchaba, Senior Deputy Director of
Care Coordination, Services for the UnderServed
(SUS)
ACTisnolongeraserviceforlifebutatime-limitedserviceand
one step on the road to community integration and recovery.
This session will present results from the Transition Project,
a five-year study of the development and implementation of
transition practices with 25 NYS ACT teams and the roll out
of trainings in transitional practices for allACT teams in NYS.
Lesson learned from one agency’s experience with transition
practices and ways in which to build strong community
networks will be presented.
3. Health Homes Care
Coordination: A Key to Integrated
Care and Positive Outcomes
Room: 6 & 8 King Street
Joanna Larson, Senior Director of Health and
Business Services
This session will take an exploratory approach to
understanding the impact that Health Homes Care
Coordination Services has on chronically ill clients with
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

6. multiple diagnoses and frequent inpatient hospitalizations.
This session will present a data comparison of findings
around the intersection of community-based services and
healthcare reform via the health home model, particularly
observing the qualitative health and recovery of members.
The data analysis will shed light on the efficacy of health
care reform with chronically ill clients and the roles that
community linkages and integration of services play in that
success. Next steps and best practices for the future will be
discussed.
4. Our Time Is Now: Peer
Support and the Future of Care
Management
Room: Town Hall
Harvey Rosenthal, Executive Director, New York
Association of Psychiatric Rehabilitation Services
(NYAPRS)
Dennis Mosley, Director of Peer Support Services,
Mental Health Empowerment Project (MHEP)
Tanya Stevens, Director of Peer Services,
NYAPRS
Hussein Razi-Bey, Peer Bridger, NYAPRS
Coleen Mimnagh, Peer Bridger, NYAPRS
Ali Rashid, Peer Bridger, NYAPRS
Maryam Husamudeen, Peer Bridger, NYAPRS
Sunnah Rosario, Peer Bridger, NYAPRS
This presentation will overview the NYAPRS Peer Bridger
collaboration with managed care and spotlight the innovative
care coordination approaches that have been established
using peers in all aspects of service from outreach and
enrollment to care management and beyond.
5. Assessment and Care
Management for Residents in
Adult Homes Transitioning to
Supported Housing
Room: Suite 112
Valeria Deetz, RN, Director, Community
Transitions Program, New York State Department of
Health
This session will include an overview of the adult home
settlement; presumption of supported housing; role and
responsibility of the nurse assessor; collaboration with
patient care team; roles and responsibilities for effective care
management and establishing effective communication and
care coordination.
6. Improving Care Coordination
for Children with Primary Care &
Behavioral Health Needs
Room: Shaker
Kelly Wilmot, LCSW, Director of Outpatient
Mental Health Services, Hillside Children’s Center
The co-location of primary care and behavioral health
services allows providers to consider all possible sources
of a person’s symptoms: physical, social, emotional and
environmental factors. This presentation will describe
the benefits of co-location including successful linkage to
services, increased efficiency of service delivery, better
decision making, and ease of communication between
providers. The relationship to successful outcomes will
also be discussed as the ability to partner, coordinate and
communicate with significant providers in the life of persons
in care is explored in the context of a co-located system of
care.
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

7. 1:00pm – 2:15pm
NYS Care Management Coalition Awards Luncheon
Room: Fort Orange Ballroom, Koi Pond & Courtyard
Luncheon Address
Ann Marie T. Sullivan, Commissioner, NYS Office of Mental Health
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Excellence in Advocacy Award
Glenn Liebman, CEO, Mental Health Association in New York State, Inc.
Glenn Liebman has been CEO of the Mental Health Association in New York
State, Inc. (MHANYS) since 2004. MHANYS is a member-driven organization
with 30 affiliates in 52 counties throughout New York State, dedicated to
educating the public about mental illness and mental health and advocating for
positive transformation of the mental health system.
During Mr. Liebman’s tenure, MHANYS has been instrumental in the implementation of several important
initiatives including mental health parity (Timothy’s Law), enhancement of Community Based Mental
Health Services, Prison and Adult Home Reform, Medication Access, Veterans Mental Health Issues
and many other public policy reforms. Currently, the agency has been very involved with insuring the
voices of MHA affiliates in New York’s transition to managed care as well as advocating for mental health
reforms in New York’s educational system.
Prior to joining MHANYS, Mr. Liebman served as Program Director of Adult Home Initiatives at the
New York State Department of Health, Project Director at the New York State Office of Mental Health,
Executive Director of the Alliance for the Mentally Ill of New York State (now NAMI-NYS), and as a
Confidential Assistant in the administration of Governor Mario Cuomo. Mr. Liebman was also a freelance
sports writer for several years.
Mr. Liebman serves as a member of the New York State Justice Center Advisory Committee, the
Governor’s Medicaid Redesign Team on Social Determinants of Health, and the New York State Health
Disparities Medicaid Redesign Team. He was also co-chair of New York State’s Timothy’s Law and is on
theboardofseverallocalnotforprofitagencies.Hehasreceivedpolicyawardsfromseveralorganizations
and is the first recipient of the New York State Senate Thomas P. Morahan Annual Leadership Award in
Mental Health and Developmental Disabilities.
New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

8. 2:30pm – 3:45pm
Concurrent Sessions
1. Data Driven Decision Making
and the Importance of Outcomes
for a Value-Based System
Room: 2 & 4 King Street
Andrew Cleek, PsyD, PsyD, Executive Officer,
McSilver-UIBH, New York, NY
Dan Ferris, MPA, Assistant Director, Policy and
External Affairs, McSilver Institute for Poverty
Policy and Research
What are outcomes and why do they matter both to agencies
and the greater health system at large? This session
will review the basics of outcomes including identifying
the populations that your agency serves, selecting the
appropriate assessment measures to track progress over
time, and working collaboratively to identify opportunities to
increase the quality of care and lower the cost of services.
2. Opioid Trends and Treatment
Room: Town Hall
Steve Hanson, Associate Commissioner
NYS OASAS
Thissessionwilldiscusscurrenttrendsandissueswithheroin
and other opioids nationally and in New York. A description
of OASAS initiatives targeted at addressing the opioid
epidemic will be addressed. A presentation on the various
treatment options with special emphasis on Medication
Assisted Treatment and implications for care management
will round out the discussion.
3. A Whole Health Approach to
Avoiding ED Visits, Jail and
In-patient Settings
Room: 6 & 8 King Street
Steve Miccio, CEO at PEOPLe, Inc.,
Poughkeepsie, NY
This presentation will share the development of a system of
care that changes the paradigm of illness care management
to the delivery of wellness care management. Core
components of the discussion will include the following:
• Integrated/collaborative care
• Co-location of services
• Immediate access to care
• CIT training for community police, parole and probation
officers
• Development of a Behavioral Health/Whole Health
Urgent Care Center (Substance Use, Mental Health and
Physical Health)
• ED Diversion services
• Jail Diversion Services
• Increasing mobilization of community services
4. Assertive Community
Treatment: An Evidenced Based
Model of Community Intervention
Room: Shaker
Moderator: Helle Thorning, Ph.D., Director,
ACT Institute
Pascale Jean-Noel, LMSW, Director of Training,
ACT Institute
Luis Lopez, MS. HSBCP Implementation
Specialist ACT Institute/Center for Practice
Innovations
Assertive Community Treatment has been the paragon of
evidence-based practice (EBP) services since 1974, when it
wasafledglingpilotrecoveryprograminMadison,Wisconsin.
Though once considered a “hospital without walls” it has
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

9. evolved over the past 39 years, becoming more recovery-
oriented and consumer-driven in the past two decades. NYS
currently has 82 teams serving close to six thousand consumers.
This session will present the Assertive Community Treatment
model, program goals and practice strategies employed by ACT
clinicians to assist consumers on their road to recovery.
5. Supported Housing for Adult
Home Residents
Room: Suite 112
Liam McNabb, Director of Rehab Services Unit,
NYS Office of Mental Health
Stacey Hale, LMSW, Mental Health Program
Specialist III, Division of Adult Services, Bureau of
Special Projects, NYS Office of Mental Health
Rebecca Briney, LMSW, Director of Special Projects,
Division of Adult Services, NYS Office of Mental
Health
This session will provide an overview of the NYS Adult Home
Settlement Agreement as it relates to housing opportunities for
adult home residents living in NYC “impacted” adult homes.
OMH housing resources associated with the settlement
including a description of “in-reach” services offered to ensure
AH residents can make an informed decision about making a
transition to a supported apartment will be provided.
6. Safety First
Room: Lodge
Darlene Rinaldo, LCSW-R, Retired Intensive Case
Manager / Team Coordinator
As Care Coordinators we are always forced to give priority to
consumerneeds;scheduling,documentation,collateralcontacts
and the list goes on. However worker safety needs to be at the
top of the list at the start of each day. In today”s environment
of Health Homes we are meeting individuals for whom we may
have very little background information. In this session you will
have the opportunity to talk about safety concerns and learn
daily practices that can be life saving to you.
3:45pm – 4:00pm
Refreshment Break with Exhibitors
Room: Fort Orange Courtyard
4:00pm – 5:15pm
Concurrent Sessions
1. Strategies for Health Care
Organizations to Improve
Treatment Engagement
Room: 2 & 4 King Street
Shari Hutchison, MA-Manager of Outcomes,
Community Care Behavioral Health Organization
Jenny Flanagan, LPC-High Risk Coordinator,
Community Care Behavioral Health Organization
Lisa Elliott, LCSW-Associate Clinical Manager,
Community Care Behavioral Health Organization
This presentation will provide a brief overview of the two case
management interventions with emphasis on approaches that
canbemodifiedandintegratedintopracticeattheparticipant’s
organization. Data that support the implementation and
sustainabilityoftheinterventionswillbepresented.Resources
will be made available to attendees to aid in learning and
practice. Organizational factors that improve implementation
and sustainability of new interventions will be discussed.
2. Health Homes and the
Criminal Justice Population
Room: 7 & 9 Fort Orange
Robert Lebman, President & CEO, Huther Doyle
Virgilina Gonzalez, MPA, Director Clinical
Outreach, Bronx Lebanon Hospital Center
Ann-Marie Louison, Director, Adult Behavioral
Health, The Center for Alternative Sentencing and
Employment Services (CASES) and Co-Founder, The
Nathaniel Project
This session will highlight Health Home programs that have
a program or model in place that is successfully working
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

10. with the criminal justice population utilizing Health
Home Care Managers. Programs will share initiatives
including those in which the Health Home program and
Care Managers assist and manage the offender as a
deferral to the alternative program over incarceration or
admission to inpatient.
3. Evidence Based Practices
to Improve Mental Health
Services
Room: 6 & 8 King Street
The Center for Practice Innovations (CPI) at
Columbia Psychiatry, New York State Psychiatric
Institute:
Paul Margolies, Ph.D
Helle Thorning, Ph.D., M.S, LCSW, Clinical
Professor, Research Scientist & Director, ACT
Institute
The Center for Practice Innovations (CPI) at Columbia
Psychiatry, New York State Psychiatric Institute supports
the New York State Office of Mental Health’s mission to
promote practices to improve mental health services,
ensure accountability, and promote recovery-oriented
outcomes for consumers and families. This session will
focus on: 1) CPI’s work with managed care organizations
to train their in-house staff including the development of
online training modules focusing on topics of importance,
and 2) CPI’s training resources available (now and
projected for the future) for mental health training of
behavioral health network providers; and 3).CPI’s
training resources made available to learners through its
sophisticated learning management system.
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4. Navigating Health Home
Revenue Cycle Management in a
Managed Care Environment
Room: 5 Fort Orange
Jim Wisz, MBA, Executive Director of Operations,
Millin Associates, Lynbrook, NY
This session will discuss the experiences of agencies that are
already fully implemented in managed care and the array of
challenges that have faced these organizations in managing the
billing in a managed care environment. The session will provide
strategies and insight on addressing the ongoing challenges of
revenue cycle management in the managed care environment.
5. Integration through Care
Coordination to Reach Outcomes
Room: Town Hall
Thad Lund, MSW, Clinical Care Coordinator, The
Resource Center, Jamestown, NY
Leanna Luka-Conley, LMSW, Director of Care
Coordination & Behavioral Health Services, The
Resource Center
This session will share an agency’s experience and practices with
effective integrated outcome measurements through efficient
care coordination. Learn about implementation processes,
challenges and opportunities in care coordination for integrated
services in behavioral health.
6. Adverse Childhood Experiences
101: A Video Presentation on the
ACE Study
Room: Lodge
Moderator: Andrea Kocsis, LCSW, Executive
Director, Human Development Services of Westchester
“The ACE study has major implications for the healthcare
professions: that all patients should be routinely screened for
New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

11. adverse childhood experiences; that a childhood trauma
history may be very relevant to both serious illness and
vague somatic complaints; and that appropriate approaches
to treatment must include dealing with childhood trauma.
Additional data suggest that evaluating patients for ACEs
is also cost-effective.” So state the authors of the study,
Dr. Vincent Felitti, head of the Department of Preventive
Medicine at Kaiser Permanente in San Diego, and Dr.
Robert Anda of the Centers for Disease Control and
Prevention. This presentation will present a video look at
the study, other relevant materials, and a discussion of its
implications for our Care Management practice with adults
and children.
7. Care Management and the
Trauma Informed Lens
Room: Shaker
Maureen Italiano, LCSW-R, Chief Program
Officer, ICL
Marc Damsky, Senior Vice President, Treatment
and Recovery Services Division, ICL
This workshop will focus on care management
engagement with trauma-impacted consumers.
Participants will learn about care management services
that prioritize the understanding of “What happened to
you?” -- rather than “What is wrong with you?”
Dinner is On Your Own
8:00pm – 11:00pm
Networking Social
Room: Fort Orange Ballroom
DJ, Dancing and Fun!! Join your colleagues and
network over light snacks and a cash bar.
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaTuesday, May 12, 2015

12. 7:30am – 8:30am
Breakfast
Room: Fort Orange & Koi Pond
9:00am – 10:00am
General Session: Integrated
Care: Key Concepts for Care
Coordination in Behavioral
Healthcare Settings
Room: King Street Ballroom
Victoria Ward, LCSW, Bronx Regional Director
of Psychosocial Services, Institute for Family Health,
Walton Family Health Center
These are very exciting times in behavioral health care!
Changes in both the fiscal environment and health care
policy, as well as advances in information technology, have
set the stage for integrated care. This presentation will
provide an overview of integration models, key integration
implementation strategies and workforce competencies.
10:00am – 10:15am
Coffee Break
Room: Fort Orange Courtyard
10:15am – 11:30am
Concurrent Sessions
1. Lessons and Success in
Care Management Operational
Practices
Room: 2 King Street
Dyana Morrow, RN, MPA, CMC Administrative
Manager, St. Joseph’s Care Coordination Network,
Syracuse, NY
Eric Stone, Regional Manager of Operations, St.
Joseph’s Care Coordination Network, Syracuse, NY
The idea of creating a model as a way to answer a health care
system’s quest to improve access to care and improve the
overall health of the people they serve in Upstate New York
led to the development of St. Joseph’s Care Coordination
Network. With the support of a health network comprised of a
continuum of care for both behavioral and medical providers,
answering to both the DOH and OMH, pursuing a care
management program under the new Medicaid Redesign
was a natural step to meeting our goal. In lessons learned,
we would like to take a round table approach in sharing how
staff with direct care experience combined with best practice
concepts developed a ground-up care management network.
As we share our own experience is developing a staffing
model, billing cycle for partners and building an electronic
medical record, we hope to stimulate a dialogue amongst
our group and leave the conversation with takeaways and
opportunities to network. The mindset is that the more we
share and promote communication amongst our own care
management programs, the better we can influence decision
makers and serve our clients.
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaWednesday, May 13, 2015

13. 2. Mental Health Education:
A Strategy for Successful
Engagement
Room: 4 King Street
Deborah Faust, Director of Family Wellness
and Suicide Prevention Project, Mental Health
Association in New York State, Inc. (MHANYS)
How many of us have echoed the statement, I wish I knew
then what I know now. There is so much false information
about mental health disorders and individuals, families and
service providers are unaware of some symptoms that signal
help is necessary or the numerous options available for
achieving and maintaining wellness. Education about mental
health can contradict the cultural understanding of mental
illness that suggests you are not trying hard enough, although
that is never said about cancer or heart disease. Even those
of us that are living with mental health disorders are subject
to absorbing the cultural myths surrounding mental illness.
Mental health education negates the inaccurate information
about mental illness that so many of us grew up with and
dismantles the stigma that impedes individuals and families
engaging services.
3. Active Outreach &
Engagement for Successful Care
Coordination
Room: 6 King Street
Steve Miccio, CEO at PEOPLe, Inc.,
Poughkeepsie, NY
This discussion will center on how engagement in a trauma
informed practice can improve the relationship between the
Care Coordinator and the person(s) served. Participants
will learn how active listening, motivational interviewing,
changes in expectations and new approaches to language
may improve outcomes for all involved.
4. Planning Ahead for Children’s
Health Homes
Room: Town Hall
Lana Earle, Deputy Director, Division of Program
Development and Management, Office of Health
Insurance Programs, NYS Department of Health
Donna Bradbury, Associate Commissioner, NYS
Office of Mental Health
Steve Hanson, Associate Commissioner, NYS
OASAS
Tailoring New York’s health home model for children has
been a careful and deliberate process by child and family
stakeholders and state agency representatives. Learn how
health homes serving children will not only be expected to
enhance access to physical health and behavioral health,
but also be capable of accessing family and community
supports. Time for questions and answers will be allotted.
5. ACT & Outcome: A Walk
Across New Tools to Assess
Performance & Improve
Outcomes for ACT Teams
Room: Lodge
Moderator: Amy Button, MA. Mental Health
Program Specialist, NYS Office of Mental Health
Steve Huz, Ph.D., Research Scientist, NYS Office
of Mental Health
Helle Thorning, Ph.D, Director, ACT Institute
The changes to behavioral health care services have
increased the focus on assisting consumers to transition
from ACT. Adopting a data drive approach to care will help
ACT teams: 1) enable consumers to transition from ACT
successfully, 2) monitor the quality of their practice, and
3) demonstrate clinical outcomes in the managed care
environment. This presentation will provide introductions to
CAIRS reporting requirements for ACT, the ACT Profile, a
new tools developed by OMH, ACT fidelity tool and Health
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaWednesday, May 13, 2015

14. Home Outcome Metrics to assess performance and improve
outcomes for ACT teams. A statewide training initiative
utilizing CQI to enhance a data driven approach to practice
will be discussed.
6. Re-Integrating Care:
Applying Fennell’s Four Phase
(FFPT™) Chronic Illness Care
Management System to Achieve
Desirable Outcomes
Room: 8 King Street
Patricia Fennell, LCSW-R, CEO, Albany Health
Management Associates, Inc. (AHMA), Albany, NY
Jon Rice, LCSW-R, Program Specialist 2, NYS
Office of Mental Health & Sr. Clinician, (AHMA),
Albany, NY
Our healthcare systems are embarking on a
significant paradigm shift from acute to chronic
care. Chronic diseases of the brain and body
have become epidemic and are necessitating
an integrated approach. Care managers are
expected to work in this integrated manner in an
effort to bring about positive health outcomes.
What frameworks and skills are necessary in order
to help meet such high expectations? Fennell’s
internationally recognized evidence-based Four
Phase Model (FFPT™) will present important
strategies to assist direct care, supervisory,
and management staff toward meeting these
outcomes.
11:30am – 11:45am
Coffee Break
Room: King Street Courtyard
11:45am – 1:00pm
Concurrent Sessions
1. Early Psychosis Coordinated
Specialty Care: OnTrackNY
Room: 6 King Street
Lisa Dixon, MD
OnTrackNY is the OMH-sponsored program that delivers
innovative evidence-based care for individuals experiencing
early non-affective psychosis referred to as “First Episode
Psychosis (FEP)”. OnTrackNY is an initiative of The Center
for Practice Innovations (CPI) at Columbia Psychiatry/New
York State Psychiatric Institute which provides oversight and
training the New York State Office of Mental Health’s mission
to promote the widespread availability of evidence-based
practices. OnTrackNY has an implementation team that
provides training and oversight including fidelity monitoring
to sites throughout New York State This presentation will
focus on: Identifying the population eligible for FEP care;
understanding the treatment components of FEP Care;
understanding the expected outcomes of FEP care, and
understanding CPI’s training resources that are available for
mental health training in FEP services.
2. Peer Certification and the
Coming of Paid Peer Services in
NYS
Room: Town Hall
John Coppola, Executive Director, New York
Association of Alcoholism and Substance Abuse
Providers, Inc. (ASAP)*
Amy Colesante, Executive Director, Mental
Health Empowerment Project, (MHEP) Inc.
Margaret Elmer, Clinical Program Director,
Optum Health
In this session panelists from the NYS Office of Mental
Health, The New York Certification Board, and OPTUM
Health (MCO) will discuss progress in the advent of payable
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New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaWednesday, May 13, 2015

15. 13
peer-to-peer services in NYS.This session will be informative
for both persons looking to be providers of peer services as
well as service provider organizations who offer or who are
considering offering peer services. Attendees should expect
to leave with an understanding of the NYS Peer Academy,
how peers can get certified to provide peers services in the
mental health and substance treatment systems in New York
State, and information regarding the important role peers can
and will play in our every changing care delivery systems.
* ASAP provides administrative oversight to the New
York Certification Board
3. Effective Time Management in
Care Coordination
Room: 2 & 4 King Street
Andrew O’Grady, Executive Director, Mental
Health America in Dutchess County
In the last three years, the jobs of the care managers have
changed drastically. The reporting responsibilities, the
number of clients you must manage and the new community
partners you are expected to report to have increased.
Going home at the end of the day, with your work completed
can certainly improve your personal life. Having good time
management skills can improve not only your work life but
can bring you inner peace. This workshop will explore some
of your struggles and give concrete strategies to improve
your time management skills.
4. Wellness Needs a Reason
Room: 8 King Street
Joe de Matteo, CASACt, Assistant Care Manager,
Human Development Services of Westchester
Wanting to get up in the morning, being excited, or at least
looking forward to the day ahead; this is essential to wellness
and recovery. We’ll explore ways we can help our clients find
that. Participants sharing their experiences and practices are
welcome.
5. Assertive Community
Treatment: From Grant Funded to
Fee for Service to Managed Care
Room: Lodge
Moderator: Helle Thorning, Ph.D., ACT
Institute
Doug Ruderman, LCSW-R, Director, Bureau of
Program Coordination and Support at NYS Office of
Mental Health
Nicole Haggerty, LMHC, Director of Care
Coordination Unit, NYS Office of Mental Health
Ian A. Shaffer, MD, MMM, CPE, Vice President
& Executive Medical Director, Behavioral Health,
Health First
Cindy Voelker, Senior Vice President,
SPECTRUM
ThispresentationwillfirstprovideanoverviewoftheAssertive
Community Treatment Model (ACT) and its implementation
in NYS. Issues of ACT standard of care and licensing in
the context of the managed care environment will then be
discussed in addition to lessons learned from one agency’s
experience enrolling ACT in a Health Home.
1:00
Adjournment
New York State Care Management Coalition 2015 Annual Training Conference
Program AgendaWednesday, May 13, 2015

16. New York State Care Management Coalition 2015 Annual Training Conference
Employees of the Year
Award Winner Profiles
Laviña Andrews
Care Manager
Visiting Nurse Service of New York
Laviña, a Care Manager, for Visiting Nurse
Service of New York, approaches her work with
an eagerness and enthusiasm that is infectious.
Laviña is always looking for ways to grow and to
improve the lives of those around her, whether
they be those of her clients, their families or her
teammates. Her openness, sensitivity, and desire
to learn contribute to her continued success and
achievements.
Marisa Gaddor
Care Coordinator Facilitator
Mental Health Association in Essex
County, Inc.
Marisa has overseen the conversion of our agency’s
TCM case management program to a fully functional
Health Home Care Coordination Program, and has
done this while maintaining a full caseload herself.
She has been instrumental in a significant billing
increase via careful consideration of legacy/ acuity
trade-offs. Marisa travels more than 1200 miles
per month seeing consumers in the second largest
county in the state. She supervises a team of 4
care coordinators. Her consumers typically rave
about the excellent service Marisa provides.
Donnalee Johnson
Care Coordinator
Transitional Services for NY, Inc.
Donnalee has been employed with Transitional
Services for NY, Behavioral Health Care
Coordination Program since July 1, 2013. She is an
extremely hard working individual who cares about
the consumers she serves and goes the extra mile
to assist anyone in need. Donnalee came into a
field with limited background in the mental health
field but she was an extremely fast learner and
excelled in all aspects of Care Coordination. In
addition, she is very flexible during times of need
especially when she is asked to take on additional
unplanned tasks. Donnalee demonstrates great
levels of focus, initiative and interpersonal
abilities. In addition, she possesses the ability
and willingness to take independent actions; this
includes moving quickly and directly to complete
the task and not waiting for instruction to complete
job activities. She has great critical thinking skills
and tries to be proactive when trying to meet the
needs of consumers. Donnalee demonstrates
outstanding work ethic and dedication. As a result
of Health Homes, Care Coordinators are being
asked to take on more responsibilities with larger
caseloads and more than ever before must possess
excellent organizational and time management
skills in order to keep up with the high demands of
the position that they hold. Anyone who is familiar
with The Adult Home Initiative and the additional
tasks that a Care Coordinator is responsible to
achieve is aware that handling both tasks can be
overwhelming. No other Care Coordinator in the
Behavioral Health Care Coordination Program at
Transitional Services for NY does all this better than
Donnalee. Donnalee deserves this award because
she is able to keep up with all these high demands
while conducting herself in a professional manner
to consumers, providers and coworkers. It is with
great pleasure to provide this award for Employee
of The Year to Donnalee. Congratulations!
Theresa Lee-Wallace
Care Coordinator
The Bridge
Theresa has proven to be the quintessential
and ideal helping professional. Her 13+ years
of commitment and dedication to the field of
14

17. New York State Care Management Coalition 2015 Annual Training Conference
Employees of the Year
Award Winner Profiles
mental health case management has resulted
in many positive client outcomes and has only
continued with her transition to Health Home Care
Coordination. Theresa exemplifies a strong work
ethic and has been a staunch and proud advocate
for a continuum of quality care. She has been a
valued and reliable employee of the agency and is
truly worthy of the honor Employee of the Year. We
wholeheartedly endorse Theresa and hope for her
continued success.
Francine Shaw, B.A.
Care Management Supervisor
Human Development Services of
Westchester, Inc.
Human Development Services of Westchester Inc.
is proud to nominate Francine for the Employee
Award of the Year. Fran begin working at our
agency in April 2003 as a supportive care manager.
She established herself quickly as a compassionate
care manager who could help move clients quickly
toward recovery. Her style was, and is, to be
direct realistic person centered which helps clients
develop clear goals for themselves. They always
say they are encouraged because they know Fran
believes they can do it. Fran was promoted to the
position of Intensive Care Manager in 2008 and
again in 2011 to a Supervisor Care Manager. Today
Fran supervises a team of five care managers and
has been an active leader at our agency with staff
training and guidance around high risk clients. Fran
has been active in helping to re-shape the delivery
system as we have evolved into health homes and
supports her staff dealing with changing roles and
high caseloads. Fran continues to be a true GEM
at HDSW to both management staff and direct
workers. We are lucky to have her.
Ann Marie Slater
Care Manager
Mental Health America of Dutchess
County
Prior to becoming part of the MHA of Dutchess
family in 2011, Ann Marie was a case manager
with another community agency. From the day
she started with MHA of Dutchess, she has proven
to be an invaluable asset and her skills have only
increased over the years. To say that she goes
above and beyond for her clients would be a
tremendous understatement. A prime example
of this is one of her clients actually put her down
as his mom on his college application’s “in case
of emergency”. While establishing boundaries is
important and Ann Marie does this beautifully, it
is equally important that our clients know they are
not alone in the world. This is what she gives to
her clients: belief, hope, inspiration, and someone
who is a constant presence in their lives, especially
those who have no one else on their side. She is
compassionate, competent, and her kindness does
not have boundaries. Ann Marie works tirelessly to
ensure all of her clients have her undivided attention
when they are with her and she sincerely goes out
of her way to make sure each and every one of
them knows how incredibly special and valued they
are. That is truly an amazing gift to give others
and Ann Marie does this on a daily basis. Some
of her greatest traits is that no matter how difficult
her day might be, regardless of any obstacles she
must break down, or hurdles she may have to
jump over, she does all of it with her beautiful smile
and her sense of humor. She is never too busy
to laugh and it is absolutely an infectious laugh.
She is the kind of person who reminds the rest
of us how important it is to stay positive and look
forward. She never gives up, she never gives in,
and the greater the challenge, the stronger she will
fight the good fight and come out on top. Our MHA
family is privileged and honored to have Ann Marie
working on our side because of her dedication,
15

18. New York State Care Management Coalition 2015 Annual Training Conference
Employees of the Year
Award Winner Profiles
loyalty, and unbridled passion for what we do. She
asks for nothing in return for what she does or gives
because of her altruism and enthusiasm. Ann Marie
is a remarkable human being and we are so deeply
grateful not just for her professionalism and drive,
but also for the huge heart she shares with the rest
of us. Therein lies part of the story about Ann Marie
Slater…the amazing human being who is always
fighting for our clients, always giving all of herself
to her colleagues, and always finding the good in
everything. We are so genuinely proud of her and
we know how much she undoubtedly deserves this
award. We are all better people for knowing her and
we are certainly better off having her in our lives.
Amy Smith
Supportive Care Manager
Essex County Mental Health Supportive
Care Management Program
Amy has been a care manager at the Essex County
Mental Health supportive Care Management
Programforeightyears. Shehashandledacaseload
of recipients with multiple challenges and needs in
a county spanning one of the largest, sprawling
rural areas in New York State. She has tirelessly
engaged, encouraged and advocated for recipients,
all with a steady hand, a knack for fairness and a
sense of humor. Amy started her career when care
management was solidly ensconced in the ethos
of the OMH case management model and has
skillfully bridged the new health home requirements
to continue to provide quality care in her work. Amy
is a capable and willing team member who has
earned the respect of colleagues and recipients
alike. She not only knows how to locate the
necessary resources but also knows how to get the
agencies that hold these resources to work for her.
Amy embodies the caring, resourceful and hope
providing spirit of care management and as long as
there are workers like her in this field the future of
care management is in very good hands.
Karen Watkins
Health Home Plus Care Manager
Transitional Services Association
Karen joined the TSA family as an Intensive
Case Manager over 10 years ago. She currently
represents the agency as a Health Home Plus
Care Manager maintaining a challenging caseload
of individuals with AOT orders. Karen consistently
goes above and beyond to help the individuals she
serves, as well as her coworkers. She is a strong
advocate and an asset to the agency. Karen’s
positive attitude and kind personality make it easy
for people to open up to her. It is a pleasure to work
with Karen, and an honor to have her representing
TSA.
16

20. Jackie Negri, Director
194 Washington Avenue, Suite 415, Albany, New York 12210 (518) 436-8712
nycasemanagement@nycap.rr.com www.nyscaremanagementcoalition.org
NEW YORK STATE
CARE MANAGEMENT COALITION